Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Industrials

120 industrials companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies, page 2

  1. Maersk2 letters
  2. Paychex2 letters
  3. Saia2 letters
  4. Water Intelligence2 letters
  5. Husqvarna1 letter
  6. Bombardier1 letter
  7. Pitney Bowes1 letter
  8. Richelieu Hardware1 letter
  9. Zigup1 letter
  10. Legrand1 letter
  11. Schindler1 letter
  12. Thales1 letter
  13. ChargePoint1 letter
  14. Douglas Dynamics1 letter
  15. General Dynamics1 letter
  16. Beacon Roofing Supply1 letter
  17. Bloom Energy1 letter
  18. ITT1 letter
  19. Volvo1 letter
  20. SGS1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.